Altus Wealth Group LLC Liberty All Star Equity Fund Transaction History
Altus Wealth Group LLC
- $221 Million
- Q4 2024
A detailed history of Altus Wealth Group LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Altus Wealth Group LLC holds 34,122 shares of USA stock, worth $223,157. This represents 0.11% of its overall portfolio holdings.
Number of Shares
34,122
Previous 29,668
15.01%
Holding current value
$223,157
Previous $211,000
12.32%
% of portfolio
0.11%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding USA
# of Institutions
214Shares Held
33.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.65MShares$23.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.22MShares$21.1 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.49MShares$16.3 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL1.68MShares$11 Million0.01% of portfolio
-
Bensler, LLC Bellevue, WA1.6MShares$10.4 Million1.32% of portfolio
About LIBERTY ALL STAR EQUITY FUND
- Ticker USA
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Liberty All Star Equity Fund is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. The fund is co-managed by Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. It invests in the public equity ma...